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frederic_FAURE's avatar
frederic_FAURE
New Member
10 months ago
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Specific matrix

Hi all, I have a use call.  We need to identifie if a cusomer Id is new or existing according to date selection. The rule is quite simple: - I have the following measures: Qty Reference Month = ...
  • v-venuppu's avatar
    10 months ago

    Hi frederic_FAURE ,

    Thank you for reaching out to Microsoft Fabric Community.

    Thank you Ashish_Mathur FBergamaschi for the prompt response.

    You are close - the trick is to calculate the status independently of the Year-Month context in your matrix. Keep your existing quantity measures, but add a separate one like this:

    Customer Status Current Month =
    VAR vThis = [Qty Reference Month]
    VAR vBefore = [Qty Before Reference Month]
    RETURN
    IF ( NOT ISBLANK ( vThis ) && COALESCE ( vBefore, 0 ) = 0, "New", "Existing" )

    Put Customer in rows, Year-Month in columns, and [Qty] in values.

    Then add [Customer Status Current Month] as another value, and move it to the far-right of the matrix.

    This way, the matrix shows historical volumes per month, and the last column shows New/Existing based only on the currently selected reference month.